Maintain financial or account records.
Detailed work activity
Maintain financial or account records. is a detailed work activity in O*NET — a concrete unit of work shared across 25 occupations and seen in 37 occupation-specific tasks. It rolls up into the broader work activity Maintain sales or financial records. in Documenting/Recording Information .
Detailed work activities are the most granular shared layer in O*NET's work-activity hierarchy (Generalized → Intermediate → Detailed → occupation-specific task). The figures below describe how this activity shows up across the economy and what independent studies measure about AI and this kind of work — not a prediction that the work will be automated.
AI exposure
Of the 37 tasks under this activity that the OpenAI / Eloundou “GPTs are GPTs” study rated, 34 (92%) are flagged as directly exposed to language models (E1) or exposed via model-powered tools (E2).
The Anthropic Economic Index observes real AI use on 7 of these tasks, with a mean mapped-usage share of 0.008% per task.
Exposure estimates overlap with model capabilities — whether a model could speed the task up — not whether the work will be done by software. Observed AI use is augmentation and assistance today, not jobs replaced.
Member tasks
Occupation-specific tasks O*NET maps to this detailed work activity, most important first.
- Record casino exchange transactions, using cash registers. · Gambling Cage Workers · importance 4.8 · direct LLM exposure
- Keep records of room availability and guests' accounts, manually or using computers. · Hotel, Motel, and Resort Desk Clerks · importance 4.7 · exposure with tools
- Receive, verify, and record patrons' cash wagers. · Gambling Dealers · importance 4.7 · no direct exposure
- Post charges, such as those for rooms, food, liquor, or telephone calls, to ledgers, manually or by using computers. · Hotel, Motel, and Resort Desk Clerks · importance 4.7 · direct LLM exposure
- Record information about financial status of customers and status of collection efforts. · Bill and Account Collectors · importance 4.7 · direct LLM exposure
- Perform paperwork required for monetary transactions. · First-Line Supervisors of Gambling Services Workers · importance 4.6 · direct LLM exposure
- Keep money drawers in order, and record and balance daily transactions. · Postal Service Clerks · importance 4.6 · direct LLM exposure
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered. · Billing and Posting Clerks · importance 4.6 · direct LLM exposure
- Record guest comments or complaints, referring customers to managers as necessary. · Hotel, Motel, and Resort Desk Clerks · importance 4.6 · direct LLM exposure
- Record and maintain all vital and fiscal records and accounts. · Court, Municipal, and License Clerks · importance 4.6 · exposure with tools
- Keep records of customers' charges and payments. · Credit Authorizers, Checkers, and Clerks · importance 4.5 · direct LLM exposure
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. · Customer Service Representatives · importance 4.5 · exposure with tools
- Collect bets in the form of cash or chips, verifying and recording amounts. · Gambling and Sports Book Writers and Runners · importance 4.5 · no direct exposure
- Record applications for loan and credit, loan information, and disbursements of funds, using computers. · Loan Interviewers and Clerks · importance 4.5 · direct LLM exposure
- File and maintain loan records. · Loan Interviewers and Clerks · importance 4.4 · exposure with tools
- Perform bookkeeping activities, such as balancing accounts and conducting nightly audits. · Hotel, Motel, and Resort Desk Clerks · importance 4.4 · exposure with tools
- Keep records of invoices and support documents. · Billing and Posting Clerks · importance 4.4 · direct LLM exposure
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods. · Billing and Posting Clerks · importance 4.3 · direct LLM exposure
- Record, issue receipts for, and pay off bets. · First-Line Supervisors of Gambling Services Workers · importance 4.2 · exposure with tools
- Record services provided on cashiers' tickets or receive payment from customers. · Barbers · importance 4.2 · no direct exposure
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records. · Medical Secretaries and Administrative Assistants · importance 4.2 · exposure with tools
- Perform accounting duties, such as recording daily cash flow, preparing bank deposits, or generating financial statements. · Spa Managers · importance 4.2 · direct LLM exposure
- Pay bills and record checks issued. · Travel Guides · importance 4.2 · direct LLM exposure
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. · Bookkeeping, Accounting, and Auditing Clerks · importance 4.2 · direct LLM exposure
- Maintain financial records, order merchandise, or prepare accounts. · Morticians, Undertakers, and Funeral Arrangers · importance 4.2 · direct LLM exposure
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software. · Bookkeeping, Accounting, and Auditing Clerks · importance 4.2 · direct LLM exposure
- Record address changes and redirect mail for those addresses. · Postal Service Mail Carriers · importance 4.1 · direct LLM exposure
- Prepare trial balances of books. · Bookkeeping, Accounting, and Auditing Clerks · importance 4.1 · direct LLM exposure
- Record the number of tickets cashed and the amount paid out after each race or event. · Gambling and Sports Book Writers and Runners · importance 4.1 · direct LLM exposure
- Compute and complete charge slips for services rendered and maintain records. · Baggage Porters and Bellhops · importance 3.9 · direct LLM exposure
- Update client address and meter location information. · Meter Readers, Utilities · importance 3.8 · direct LLM exposure
- Process and maintain records of customer loans. · Tellers · importance 3.8 · exposure with tools
- Perform accounting and bookkeeping activities, such as invoicing, maintaining financial records, budgeting, and handling cash. · Library Assistants, Clerical · importance 3.7 · direct LLM exposure
- Record details of attendance, sales, receipts, reservations, or repair activities. · Amusement and Recreation Attendants · importance 3.7 · direct LLM exposure
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers. · Bill and Account Collectors · importance 3.6 · direct LLM exposure
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance. · Insurance Claims and Policy Processing Clerks · direct LLM exposure
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled. · Insurance Claims and Policy Processing Clerks · exposure with tools
Occupations that perform this
- Gambling Cage Workers
- Gambling Dealers
- Hotel, Motel, and Resort Desk Clerks
- Bill and Account Collectors
- First-Line Supervisors of Gambling Services Workers
- Billing and Posting Clerks
- Postal Service Clerks
- Court, Municipal, and License Clerks
- Credit Authorizers, Checkers, and Clerks
- Customer Service Representatives
- Gambling and Sports Book Writers and Runners
- Loan Interviewers and Clerks
- Barbers
- Medical Secretaries and Administrative Assistants
- Spa Managers
- Travel Guides
- Morticians, Undertakers, and Funeral Arrangers
- Bookkeeping, Accounting, and Auditing Clerks
- Postal Service Mail Carriers
- Baggage Porters and Bellhops
- Meter Readers, Utilities
- Tellers
- Library Assistants, Clerical
- Amusement and Recreation Attendants
- Insurance Claims and Policy Processing Clerks
Sources for this page
Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.
- O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
- Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
- “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic
Data compiled June 2, 2026. Figures are estimates, not advice.
Cite this page
Singulariki. "Maintain financial or account records.." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026. https://singulariki.com/detailed-activities/maintain-financial-or-account-records
Singulariki. (2026). Maintain financial or account records.. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/detailed-activities/maintain-financial-or-account-records
@misc{singulariki-maintain-financial-or-account-records,
title = {Maintain financial or account records.},
author = {{Singulariki}},
year = {2026},
note = {O*NET 30.3; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
url = {https://singulariki.com/detailed-activities/maintain-financial-or-account-records}
} Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.